Phillips 66
PSX- 交易所
- NYSE
- 產業
- Petroleum Refining
- SEC CIK
- 0001534701
近 90 天，Phillips 66 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 2,109 家機構在 13F 申報持有，市值合計 $535.4 億；艾略特投資管理、Oakmark（Harris Associates）等 3 位大師持有。
2021 年第 4 季 13F 持有人
Phillips 66 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,358
- 較 2021 年第 3 季 +145 家
- 持有股數
- 3.06 億
- 較 2021 年第 3 季 +301.8 萬 (+1.0%)
- 總市值
- $222.1 億
- 較 2021 年第 3 季 +$9.91 億 (+4.7%)
- 新進機構
- 230
- 另有 462 家加碼
- 清倉機構
- 85
- 另有 460 家減碼
另有 26 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 PSX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,109 | $535.4 億 |
| 2026 年第 1 季 | 2,132 | $569.8 億 |
| 2025 年第 4 季 | 1,904 | $399.1 億 |
| 2025 年第 3 季 | 1,838 | $416.2 億 |
| 2025 年第 2 季 | 1,765 | $374.0 億 |
| 2025 年第 1 季 | 1,796 | $379.0 億 |
| 2024 年第 4 季 | 1,782 | $349.2 億 |
| 2024 年第 3 季 | 1,775 | $398.4 億 |
| 2024 年第 2 季 | 1,787 | $442.0 億 |
| 2024 年第 1 季 | 1,879 | $522.3 億 |
| 2023 年第 4 季 | 1,793 | $437.3 億 |
| 2023 年第 3 季 | 1,664 | $385.1 億 |
| 2023 年第 2 季 | 1,542 | $308.8 億 |
| 2023 年第 1 季 | 1,573 | $334.1 億 |
| 2022 年第 4 季 | 1,575 | $351.1 億 |
| 2022 年第 3 季 | 1,419 | $273.8 億 |
| 2022 年第 2 季 | 1,445 | $283.3 億 |
| 2022 年第 1 季 | 1,451 | $291.4 億 |
| 2021 年第 4 季 | 1,358 | $222.1 億 |
| 2021 年第 3 季 | 1,239 | $212.3 億 |
| 2021 年第 2 季 | 1,327 | $263.0 億 |
| 2021 年第 1 季 | 1,272 | $250.1 億 |
2021 年第 4 季持有機構
每家機構持有 Phillips 66 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 16,616 | $120.1 萬 | 0.00% | +16,616 | 新進 |
| Cobblestone Capital Advisors LLC | 16,292 | $118.1 萬 | 0.08% | +16,292 | 新進 |
| Everett Harris & Co | 16,258 | $117.8 萬 | 0.02% | −84−0.5% | 減碼 |
| Tower Bridge Advisors | 16,072 | $116.5 萬 | 0.07% | 00.0% | 不變 |
| Frontier Wealth Management LLC | 16,036 | $116.2 萬 | 0.08% | +2,980+22.8% | 加碼 |
| Cetera Advisors LLC | 16,017 | $116.1 萬 | 0.02% | −1,459−8.3% | 減碼 |
| Community Bank & Trust, Waco, Texas | 15,986 | $115.8 萬 | 0.34% | −1,333−7.7% | 減碼 |
| Basepoint Wealth LLC | 15,876 | $115.0 萬 | 1.13% | +15,876 | 新進 |
| Nikko Asset Management Americas, Inc. | 15,784 | $114.6 萬 | 0.01% | −1,860−10.5% | 減碼 |
| Bailard, Inc. | 15,784 | $114.4 萬 | 0.04% | −38−0.2% | 減碼 |
| Bessemer Group Inc | 15,591 | $113.1 萬 | 0.00% | +3,377+27.6% | 加碼 |
| Harbour Investment Management LLC | 15,577 | $112.9 萬 | 0.51% | +112+0.7% | 加碼 |
| CWM, LLC | 15,577 | $112.9 萬 | 0.01% | +15,577 | 新進 |
| Synovus Financial Corp | 15,469 | $112.6 萬 | 0.01% | +952+6.6% | 加碼 |
| Laird Norton Trust Company, LLC | 15,371 | $111.3 萬 | 0.10% | −1,665−9.8% | 減碼 |
| Armor Investment Advisors, LLC | 15,289 | $110.8 萬 | 0.62% | +1,586+11.6% | 加碼 |
| SG3 Management, LLC | 15,000 | $108.7 萬 | 0.11% | −6,000−28.6% | 減碼 |
| Teamwork Financial Advisors, LLC | 14,987 | $108.6 萬 | 0.20% | +14,987 | 新進 |
| Cetera Investment Advisers | 14,905 | $108.0 萬 | 0.02% | +1,801+13.7% | 加碼 |
| Engineers Gate Manager LP | 14,880 | $107.8 萬 | 0.05% | +5,130+52.6% | 加碼 |
| Stevens Capital Management LP | 14,480 | $104.9 萬 | 0.24% | +7,732+114.6% | 加碼 |
| Strategic Advisors LLC | 14,476 | $104.8 萬 | 0.15% | −963−6.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 14,299 | $103.6 萬 | 0.08% | 00.0% | 不變 |
| Balentine LLC | 14,208 | $102.9 萬 | 0.04% | +14,208 | 新進 |
| Confluence Wealth Services, Inc. | 14,211 | $102.9 萬 | 0.33% | +14,211 | 新進 |
| Cowa, LLC | 13,634 | $102.4 萬 | 0.52% | −548−3.9% | 減碼 |
| Connecticut Wealth Management, LLC | 14,021 | $101.6 萬 | 0.08% | −126−0.9% | 減碼 |
| Hancock Whitney Corp | 13,976 | $101.3 萬 | 0.03% | −79−0.6% | 減碼 |
| Guardian Wealth Management, Inc. | 13,986 | $101.3 萬 | 0.98% | +13,986 | 新進 |
| Hodges Capital Management Inc. | 13,968 | $101.2 萬 | 0.07% | +13,968 | 新進 |
| Logan Capital Management Inc | 13,889 | $100.7 萬 | 0.04% | −100−0.7% | 減碼 |
| Apollon Wealth Management, LLC | 13,780 | $99.9 萬 | 0.08% | +8,668+169.6% | 加碼 |
| Terry L. Blaker | 13,775 | $99.8 萬 | 0.08% | −3,434−20.0% | 減碼 |
| Cypress Capital Group | 13,745 | $99.6 萬 | 0.12% | +1,047+8.2% | 加碼 |
| AQR Capital Management LLC | 13,650 | $98.9 萬 | 0.00% | +5,545+68.4% | 加碼 |
| MAI Capital Management | 13,634 | $98.8 萬 | 0.02% | +2,005+17.2% | 加碼 |
| Lee Danner & Bass Inc | 13,617 | $98.7 萬 | 0.08% | −2,189−13.8% | 減碼 |
| First Hawaiian Bank | 13,606 | $98.6 萬 | 0.03% | −2,168−13.7% | 減碼 |
| Bartlett & Co. LLC | 13,603 | $98.6 萬 | 0.02% | −302−2.2% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 13,603 | $98.6 萬 | 0.02% | −302−2.2% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 13,580 | $98.4 萬 | 0.43% | +200+1.5% | 加碼 |
| Moors & Cabot, Inc. | 13,390 | $97.0 萬 | 0.06% | −4,584−25.5% | 減碼 |
| Community Bank, N.A. | 13,359 | $96.8 萬 | 0.11% | −158−1.2% | 減碼 |
| Exeter Financial, LLC | 11,500 | $96.4 萬 | 0.53% | −300−2.5% | 減碼 |
| Strategic Wealth Partners, Ltd. | 13,250 | $96.0 萬 | 0.18% | +709+5.7% | 加碼 |
| Evercore Wealth Management, LLC | 13,190 | $95.6 萬 | 0.02% | −200−1.5% | 減碼 |
| Mather Group, LLC. | 13,176 | $95.5 萬 | 0.02% | −493−3.6% | 減碼 |
| Ontario Teachers Pension Plan Board | 13,131 | $95.1 萬 | 0.01% | +8,050+158.4% | 加碼 |
| Lowe Brockenbrough & Co Inc | 13,079 | $94.8 萬 | 0.07% | −30−0.2% | 減碼 |
| Palladium Partners LLC | 12,942 | $93.8 萬 | 0.04% | −112−0.9% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 12,861 | $93.2 萬 | 0.60% | +129+1.0% | 加碼 |
| Welch & Forbes LLC | 12,746 | $92.3 萬 | 0.01% | +5,497+75.8% | 加碼 |
| Parallel Advisors, LLC | 12,720 | $92.2 萬 | 0.03% | −732−5.4% | 減碼 |
| Bangor Savings Bank | 12,681 | $91.9 萬 | 0.09% | +47+0.4% | 加碼 |
| Ar Asset Management Inc | 12,600 | $91.3 萬 | 0.23% | 00.0% | 不變 |
| BBR Partners, LLC | 12,572 | $91.1 萬 | 0.11% | 00.0% | 不變 |
| Hoylecohen, LLC | 12,499 | $90.6 萬 | 0.08% | −152−1.2% | 減碼 |
| Bristol John W & Co Inc | 12,500 | $90.6 萬 | 0.02% | 00.0% | 不變 |
| Trilogy Capital Inc. | 12,498 | $90.6 萬 | 0.07% | +568+4.8% | 加碼 |
| Verition Fund Management LLC | 12,476 | $90.4 萬 | 0.01% | +4,596+58.3% | 加碼 |
| Fruth Investment Management | 12,445 | $90.1 萬 | 0.25% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 12,418 | $90.0 萬 | 0.30% | −138−1.1% | 減碼 |
| Barry Investment Advisors, LLC | 12,313 | $89.2 萬 | 0.24% | −50−0.4% | 減碼 |
| Guyasuta Investment Advisors Inc | 12,160 | $88.1 萬 | 0.06% | −405−3.2% | 減碼 |
| National Asset Management, Inc. | 12,020 | $87.2 萬 | 0.03% | +907+8.2% | 加碼 |
| Smith, Moore & Co. | 11,929 | $86.4 萬 | 0.12% | +160+1.4% | 加碼 |
| South State Corp. | 11,856 | $85.9 萬 | 0.07% | +481+4.2% | 加碼 |
| Inscription Capital, LLC | 11,835 | $85.8 萬 | 0.23% | +1,067+9.9% | 加碼 |
| Resource Management, LLC | 11,801 | $85.5 萬 | 0.09% | −494−4.0% | 減碼 |
| Boston Trust Walden Corp | 11,793 | $85.5 萬 | 0.01% | −375−3.1% | 減碼 |
| Sigma Planning Corp | 11,791 | $85.4 萬 | 0.02% | −21−0.2% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 11,498 | $85.3 萬 | 0.04% | +11,498 | 新進 |
| Stephens Inc | 11,756 | $85.2 萬 | 0.01% | +771+7.0% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 11,746 | $85.1 萬 | 0.08% | +215+1.9% | 加碼 |
| Pavion Blue Capital, LLC | 11,717 | $84.9 萬 | 0.49% | −121−1.0% | 減碼 |
| Marion Wealth Management | 11,720 | $84.9 萬 | 0.40% | +11,720 | 新進 |
| Silvant Capital Management LLC | 11,687 | $84.7 萬 | 0.14% | −691−5.6% | 減碼 |
| First Quadrant L P | 11,685 | $84.7 萬 | 0.09% | 00.0% | 不變 |
| DCM Advisors, LLC | 11,663 | $84.5 萬 | 0.25% | +2,691+30.0% | 加碼 |
| Greytown Advisors Inc. | 11,602 | $84.1 萬 | 0.36% | −847−6.8% | 減碼 |
| Arkadios Wealth Advisors | 11,519 | $83.5 萬 | 0.11% | +3,659+46.6% | 加碼 |
| Kesler, Norman & Wride, LLC | 11,515 | $83.4 萬 | 0.18% | +227+2.0% | 加碼 |
| Clearbridge Investments, LLC | 11,486 | $83.2 萬 | 0.00% | −2,320−16.8% | 減碼 |
| Paragon Capital Management LLC | 11,324 | $82.1 萬 | 0.41% | +145+1.3% | 加碼 |
| Parcion Private Wealth LLC | 9,218 | $81.5 萬 | 0.07% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 11,082 | $80.3 萬 | 0.39% | −728−6.2% | 減碼 |
| Silvercrest Asset Management Group LLC | 11,062 | $80.1 萬 | 0.01% | 00.0% | 不變 |
| Capital Advisors Inc | 11,046 | $80.0 萬 | 0.02% | −235−2.1% | 減碼 |
| Fiduciary Trust Co | 11,038 | $79.9 萬 | 0.01% | −1,174−9.6% | 減碼 |
| Spire Wealth Management | 10,929 | $79.2 萬 | 0.02% | −589−5.1% | 減碼 |
| Bragg Financial Advisors, Inc | 11,278 | $79.0 萬 | 0.05% | 00.0% | 不變 |
| Fairfield, Bush & Co. | 10,895 | $78.9 萬 | 0.38% | +975+9.8% | 加碼 |
| 17 Capital Partners, LLC | 10,815 | $78.4 萬 | 0.71% | −247−2.2% | 減碼 |
| Stock Yards Bank & Trust Co | 10,811 | $78.3 萬 | 0.04% | +1,220+12.7% | 加碼 |
| Buckingham Strategic Wealth, LLC | 10,760 | $78.0 萬 | 0.02% | +2,361+28.1% | 加碼 |
| Prudential PLC | 10,723 | $77.7 萬 | 0.01% | +10,723 | 新進 |
| Wetherby Asset Management Inc | 10,606 | $76.9 萬 | 0.04% | +1,136+12.0% | 加碼 |
| Hudson Valley Investment Advisors Inc | 10,510 | $76.2 萬 | 0.12% | −75−0.7% | 減碼 |
| Lincoln National Corp | 10,509 | $76.2 萬 | 0.02% | +152+1.5% | 加碼 |
| YHB Investment Advisors, Inc. | 10,496 | $76.1 萬 | 0.06% | +559+5.6% | 加碼 |